Financial Advisor – Wealth Management (Durban)

About the role

Join a leading ethical investment group in South Africa as a Financial Advisor based in Durban. You will work in a mentorship‑driven environment, supporting clients with wealth management and financial planning from day one.

Key responsibilities

• Conduct comprehensive client needs analyses and help develop tailored financial plans.
• Provide informed recommendations on investments and wealth‑management solutions.
• Build and maintain trusted, long‑term client relationships.
• Support senior advisors with portfolio management, client reviews and administrative processes.
• Assist with client onboarding, documentation, compliance and record‑keeping.
• Participate in structured product training and professional development sessions.
• Work towards relevant professional and regulatory qualifications.

Required profile

• Bachelor’s degree in finance, economics, accounting, business or a related field.
• 2‑3 years of experience in financial administration, financial services, client services or wealth‑management support.
• Excellent interpersonal, communication and relationship‑building skills.
• Strong attention to detail and administrative capabilities.
• Professionalism, integrity and ethical conduct.
• Results‑driven mindset with ambition to develop a successful client portfolio.
• Valid South African ID or work permit and a driver’s licence.
• Advantageous: experience in finance or investment administration, progress toward FAIS compliance or RPL, strong academic performance, demonstrable interest in financial planning and knowledge of South African financial products and regulations.

Required skills

• Financial administration
• Investment administration
• Financial advisory support

What we offer

• Structured training programme with a clear pathway from entry‑level to qualified Financial Advisor.
• Mentorship from seasoned professionals committed to your development.
• Long‑term career growth within an ethical asset‑management group.